Taylor James Professional Recruitment LTD
London, South East England
17 Jul 2017
16 Aug 2017
Contract Type
Full Time

Paraplanner / Chartered / Paraplanning / IFA Support / London / Permanent / Salary / £48,000 - £55,000 + company bonus scheme

A brand new to the market opportunity has arisen for a Chartered Paraplanner to join our IFA client situated in London

This is an exciting time to join a highly reputable and growing wealth management firm with credible growth ambition.

Reporting into the Technical Manager and supported by a team of administrators,

Responsibilities will include:

  • Writing detailed suitability reports
  • Analysing Client data and preparing cash flow analyses
  • Preparing and implementing compliant client recommendations with detailed research
  • Supporting Advisers
  • Assisting the Technical Manager with annual technical reviews of services and products
  • Attending client meetings
  • Support junior Paraplanners
  • To keep up to date with finance industry knowledge, products and legislation

The Person:

  • Chartered (Essential)
  • Understanding of the Financial Planning process
  • Strong report writing skills

In return this opportunity offers a high basic salary, excellent progression opportunities, bonuses and permanent health insurance

Please contact Matthew Biddle on 0113-350-1266 or submit the latest version of your CV to be considered for this opportunity